Octavia Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,971 shares of PYZ stock, worth $245,048. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,971
Previous 3,116 4.65%
Holding current value
$245,048
Previous $270,000 7.04%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$84.63 - $93.15 $12,271 - $13,506
-145 Reduced 4.65%
2,971 $251,000
Q2 2024

Aug 01, 2024
BUY
$87.02 - $93.31 $2,523 - $2,705
29 Added 0.94%
3,116 $272,000
Q1 2024

Apr 15, 2024
SELL
$79.94 - $92.9 $5,196 - $6,038
-65 Reduced 2.06%
3,087 $286,000
Q4 2023

Jan 30, 2024
SELL
$72.45 - $87.15 $17,170 - $20,654
-237 Reduced 6.99%
3,152 $269,000
Q3 2023

Oct 30, 2023
BUY
$77.36 - $89.78 $15,007 - $17,417
194 Added 6.07%
3,389 $266,000
Q2 2023

Jul 18, 2023
SELL
$76.44 - $85.74 $4,739 - $5,315
-62 Reduced 1.9%
3,195 $273,000
Q1 2023

Apr 20, 2023
SELL
$78.66 - $92.96 $20,844 - $24,634
-265 Reduced 7.52%
3,257 $276,000
Q3 2022

Oct 17, 2022
SELL
$69.0 - $87.76 $12,006 - $15,270
-174 Reduced 4.71%
3,522 $246,000
Q1 2022

Apr 20, 2022
SELL
$83.84 - $100.85 $14,336 - $17,245
-171 Reduced 4.42%
3,696 $365,000
Q4 2021

Jan 28, 2022
BUY
$85.2 - $96.56 $30,757 - $34,858
361 Added 10.3%
3,867 $366,000
Q3 2021

Nov 12, 2021
BUY
$80.03 - $93.64 $8,243 - $9,644
103 Added 3.03%
3,506 $293,000
Q2 2021

Jul 26, 2021
SELL
$81.02 - $95.07 $17,743 - $20,820
-219 Reduced 6.05%
3,403 $299,000
Q1 2021

May 10, 2021
BUY
$69.7 - $85.21 $5,576 - $6,816
80 Added 2.26%
3,622 $301,000
Q4 2020

Feb 12, 2021
BUY
$55.21 - $71.56 $195,553 - $253,465
3,542 New
3,542 $253,000

Others Institutions Holding PYZ

# of Institutions
38
Shares Held
211K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PYZ Quotes by TradingView
  • Ticker PYZ
  • Sector ETFs
  • Industry ETFs
More about PYZ
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